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IDEX
IEX

Overview Fund Activity

423 hedge funds and large institutions have $12.6B invested in IDEX in 2019 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 138 increasing their positions, 158 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
-2
Holders Change %
-0.47%
% of All Funds
9.2%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
43
Increased
138
Reduced
158
Closed
40
Calls
$18.5M
Puts
$11.1M
Net Calls
+$7.44M
Net Calls Change
-$1.46M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$446M
2
Invesco
Invesco
Georgia
$253M
3
Victory Capital Management
Victory Capital Management
Texas
$41.1M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$42.4M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$62.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$910M
2
CBT
Capital Bank & Trust
California
$690K
3
CGT
Capital Guardian Trust
California
$961K
4
AllianceBernstein
AllianceBernstein
Tennessee
$305M
5
Goldman Sachs
Goldman Sachs
New York
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
276
Advisor Group
Arizona
$655K +$71.2K +414 +12%
TRCT
277
Tower Research Capital (TRC)
New York
$652K -$534K -3,106 -45%
FCBT
278
First Citizens Bank & Trust
North Carolina
$643K +$344 +2 +0.1%
MOS
279
MGO One Seven
Ohio
$623K +$623K +3,620 New
MYAM
280
Meiji Yasuda Asset Management
Japan
$611K +$75.7K +440 +14%
FA
281
Fagan Associates
New York
$607K – – –
QT
282
Quantamental Technologies
New York
$601K +$601K +3,489 New
SMDAM
283
Sumitomo Mitsui DS Asset Management
Japan
$574K -$202K -1,172 -26%
William Blair & Company
284
William Blair & Company
Illinois
$563K – – –
SWM
285
Segment Wealth Management
Texas
$554K – – –
SDIC
286
South Dakota Investment Council
South Dakota
$542K – – –
TC
287
TownSquare Capital
Utah
$530K -$8.73K -54 -2%
KeyBank National Association
288
KeyBank National Association
Ohio
$528K +$62K +360 +13%
BC
289
Brinker Capital
Pennsylvania
$519K -$12.4K -72 -2%
MYIA
290
Mount Yale Investment Advisors
Colorado
$486K -$1.27K -8 -0.3%
MML Investors Services
291
MML Investors Services
Massachusetts
$483K -$17.9K -104 -4%
Daiwa Securities Group
292
Daiwa Securities Group
Japan
$482K – – –
GT
293
Glenview Trust
Kentucky
$478K – – –
CIBC Asset Management
294
CIBC Asset Management
Ontario, Canada
$474K – – –
N
295
Natixis
France
$473K +$107K +620 +29%
BMM
296
Buffington Mohr McNeal
Idaho
$469K – – –
FA
297
FDx Advisors
Illinois
$459K -$5.68K -33 -1%
IUHSA
298
Itau Unibanco Holding S.A.
Brazil
$459K +$353K +2,053 +334%
DCM
299
Driehaus Capital Management
Illinois
$452K +$59K +343 +15%
Qube Research & Technologies (QRT)
300
Qube Research & Technologies (QRT)
United Kingdom
$450K +$450K +2,617 New
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